Training Needs

Click "Training Needs" hyperlink under Training Needs column in the "Successors List" multiline to view the "Successors Training Needs" screen:

Successor Training Needs

The following details are displayed in the header of the “Successor Training Needs” screen:

Succession Planning Unit	The succession planning unit.
Date Format	The date format applicable to the login user.
Succession Planning for	The person/position for whom the succession planning is done.
Employee Code	The code and name of the employee.
Assignment No.	The assignment number.
Employment Unit	The employment unit.
Department	The department to which the employee belongs.
Job Title	The job title of the employee.
Position Title	The position title.
Grade Set	The grade set.
Grade	The grade of the employee.

The following field details are displayed under “Training Needs” multiline:

Training Needs	The training needs of the employee
Training Area	The area of training.
Recommended Course Code	The course code recommended. Help facility available
Recommended Course Description	The description for the course recommended.
Actual Course Code	The actual course code.
Actual Course Description	The actual description for the course code.
Status	The status of the course.
By Date	The due date of the course.
Remarks	Key in remarks, if any.

Click “Save” to save the details entered.
Click the “+” symbol adjacent to “Cost Impact” to view the cost saving field details.

The “Projected Cost of Internal Successors” is calculated by taking into account the Total Incumbent(s) Salary, Increase in Salary (%) and Other Costs. This is displayed in the base currency.

The formula for calculating the “Projected Cost of Internal Successors” is as follows:

Total Incumbent(s) Salary + Increase in Salary (%) + Other Costs (This is displayed in the base currency)

Enter the Increase in Salary (%) and Other Costs. This is displayed in the base currency.
Subtract the “Projected Cost of Internal Successors” from the “Total External Hire(s) cost” to obtain the value for “Potential Savings”. This is displayed in the base currency.

Remarks

Key in any remarks in this field.

Select the check box adjacent to “Complete Succession Planning” to complete the succession planning process.
Click “Compare Successors” pushbutton. It displays a chart with the successors who were selected in this grid along with other details. This chart is same as the succession chart that is displayed in the dashboard.

The “View Organizational Hierarchy” screen appears.

Click “Save” pushbutton to save the details.

Note:

On clicking “Save” pushbutton without selecting the “Complete Succession Planning” check box then the succession plan is saved with the status as “Planned – Draft”.
On clicking “Save” pushbutton after selecting the “Complete Succession Planning” check box, the succession plan is saved with the status as “Finalized”.

Click “Back” pushbutton to go back to the previous page.